Keeping You Informed – In case you missed it…

February 22, 2024 |Joanne Livingston
During the 2018 budget process, the government proposed changes to the rules that effect tax reporting on some Trusts. This change was debated over the next several years and ultimately was passed in 2023. We briefly reported on this last fall, but one...
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Keeping You Informed – We finally like bonds again!!! And one other thing….

November 07, 2023 |Joanne Livingston
Historically, the bond market has been a relatively safe place for investors to put their money. It was low risk and low reward, and offered a safety net in case the equity market took a tumble. However, as interest rates rise, prices of bonds are dropping...
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Year End Tax Readiness 2022

October 28, 2022 |Joanne Livingston
Preparing Your Investment Accounts for Year End With the weather lingering at summer temps, it is hard to imagine that we are 60 days from the end of 2022! Tax Planning: Tax planning is an important focus of our work. Regardless of market performance...
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Federal Budget 2022: Key measures that may have a direct impact on you

April 08, 2022 |RBC Wealth Management Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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Keeping You Informed – March 3, 2022

March 03, 2022 |Joanne Livingston
On occasion there is so much to say that we end up saying nothing…this is one of those occasions. War, inflation, rising interest rates, and Omicron are all reasons to see equity markets take a pause after considerable outperformance in 2021. Relative...
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WM services wheel in page

1/3 + 2/3 can equal 0…in taxes, that is!

December 06, 2021 |Tony Maiorino, Vice President & Director, Head – RBC Wealth Management Services

Find out how certain strategies can help you reduce tax and incorporate charitable giving.

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people ice skating

How tax-related campaign promises may impact you

November 19, 2021 |RBC Wealth Management Services

Platform promises and the potential impacts on Canadians’ tax bills

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parliament buildings Ottawa Ontario Canada

Federal budget 2021: Key measures that may have a direct impact on you

April 20, 2021 |RBC Wealth Management Services

RBC Wealth Management Services analyzes the latest proposed federal budget measures, and the effect they may have on you.

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happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

June 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

June 04, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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